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CPA Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

CPA Asset Management’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,609
Closed -$260K – 73
2022
Q4 		$260K Buy
+2,609
New +$260K 0.2% 58